America AI Action Plan & Crypto: A Policy Pivot with Big Implications
On July 23–24, 2025, President Trump rolled out a bold new “Winning the AI Race: America’s AI Action Plan”, backed by three executive orders targeting AI and crypto integration. This marks a sharp pivot from prior policies, reshaping the U.S. technology landscape.
🔍 Key Features of the AI Action Plan
Elimination of state-level AI regulations by tying federal funding to uniform national standards
Promotion of American-made, ideologically neutral AI tools for federal use, rejecting outputs tied to DEI agendas.
Deregulation to support rapid rollout of AI infrastructure, including expedited approval for data centers and chip manufacturing facilities—often favoring fossil fuel and nuclear over renewable energy.
🧠 Combined Leadership in AI and Crypto Policy
This plan operates alongside an evolving crypto policy framework under the leadership of David Sacks, the newly appointed AI & Crypto Czar. Sacks heads the President’s Working Group on Digital Asset Markets, drawing support from major industry players to craft rules for digital assets.
💼 Crypto Regulation: A Transformational Shift
On January 23, 2025, Trump signed the executive order “Strengthening American Leadership in Digital Financial Technology”, which rescinded previous CBDC frameworks and revoked earlier crypto-related executive orders. This order created a high-level working group to design a federal regulatory framework and evaluate creation of a national digital asset stockpile.
The Working Group is tasked with recommending regulations, consumer protections, and exploring whether seized cryptocurrencies (like BTC, ETH, SOL, ADA, XRP) should fill a strategic crypto reserve. These proposals were due by mid‑2025.
📜 Landmark Legislation: The GENIUS Act & Future Bills
The GENIUS Act (Guiding and Establishing National Innovation for U.S. Stablecoins Act) became law on July 18, 2025. It mandates 1:1 backing for stablecoins, requires audited reserves, and places oversight under both federal and state regulators.
Two companion bills—the CLARITY Act (defining SEC and CFTC roles) and the Anti‑CBDC Surveillance State Act—passed the House and await Senate approval. The Anti-CBDC act prohibits U.S. government issuance of a central bank digital currency, with privacy and sovereignty cited as core concerns.
Investors
⚖️ Implications for the Crypto Ecosystem
A move away from the enforcement-heavy posture of the past—most notably dissolving NCET and replacing it with the SEC’s Cyber & Emerging Technologies Unit (CETU)—reflects a shift toward predictable rule-making and investor protection through oversight.
AiCoin
The proposed strategic crypto reserve, including BTC and a mix of altcoins, has provoked debate. Supporters call it a strategic investment in the domestic digital economy; critics warn of insider influence and market distortion.
Industry stakeholders—including Coinbase’s policy team—are actively engaging with regulators and urging Congress to clarify asset definitions and governance structures across DeFi, NFTs, and trading platforms.
🧭 Why It Matters
Combining AI and crypto under one cohesive policy agenda positions the U.S. as a dual-tech powerhouse—potentially accelerating innovation and investment. But critics caution that rapid deregulation may expose consumers and smaller players to greater risk, and elevated tech influence raises questions about policy capture.
Investors and innovators in blockchain, AI, and stablecoin development should monitor the working group’s July 2025 recommendations and Congress's decisions on CLARITY and Anti‑CBDC legislation closely.
This comprehensive approach signals a new direction in U.S. tech policy: bold, industry-aligned, and focused on global leadership—with both opportunity and controversy on the horizon. Let me know if you'd like a deep dive into any specific element (AI funding, stablecoin audits, or reserve logistics)